About Gail
Gail creates, implements, and manages financial plans specifically designed to meet client needs and objectives. She actively participates in the development, execution, and management of customized financial plans for each client and coordinates the internal and external services for all aspects of these relationships, which include investment management, financial planning, estate planning, and tax planning.
For nearly four decades, Gail has worked with families who span multiple generations. She takes pride in helping clients craft long-range plans from birth to college, marriage, and sometimes divorce; care for aging parents; and pass the family’s wealth smoothly to the next generation. Her warm and outgoing personality has allowed her to develop and strengthen the long-lasting relationships she has maintained over many years.
Gail is married, and, along with her husband, loves to spend time cooking and entertaining family and friends.
Education and Professional Milestones
-Northeastern University – bachelor’s degree in finance, summa cum laude
-Has also held various financial services roles for First Lexington Capital Corporation
Gail creates, implements, and manages financial plans specifically designed to meet client needs and objectives. She actively participates in the development, execution, and management of customized financial plans for each client and coordinates the internal and external services for all aspects of these relationships, which include investment management, financial planning, estate planning, and tax planning.
For nearly four decades, Gail has worked with families who span multiple generations. She takes pride in helping clients craft long-range plans from birth to college, marriage, and sometimes divorce; care for aging parents; and pass the family’s wealth smoothly to the next generation. Her warm and outgoing personality has allowed her to develop and strengthen the long-lasting relationships she has maintained over many years.
Gail is married, and, along with her husband, loves to spend time cooking and entertaining family and friends.
Education and Professional Milestones
-Northeastern University – bachelor’s degree in finance, summa cum laude
-Has also held various financial services roles for First Lexington Capital Corporation